プロフィール

SPellicer
メンバー
コミュニティー参加日: ‎1 12, 2021
  • ベストアンサー数
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  • 件の返信
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  • いいね!した数
    23
  • いいね!獲得数
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  • ご意見・ご提案
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Suzanne Pellicer

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アクティビティ

benphillips 1月 12日, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to me@mycompany.com ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal- 続きを読む
76 いいね!
23 コメント
メンバー
5月 11日, 2022
I need this too. The reports don't work well because they tend to truncate information. Exports at least contain all of the information within a f...続きを読む
SSetna 6月 07日, 2021
Create a feature that will allow users to alter the size/dimensions for lengthy qualitative fields such as "descriptions" for reports so that all of the information can appear across multiple rows as opposed to only having a limited amount of the in 続きを読む
26 いいね!
10 コメント
メンバー
5月 11日, 2022
I would like this too. I need to have the text wrap to a second line and/or be able to size columns so there is more room for what is important on a...続きを読む
daviddemres 2月 03日, 2021
It would be helpful to be able to edit and format reports. For example, I would like to show $ values in an attribution report in whole numbers, and/or display in "thousands" to make the chart easier to read.
10 いいね!
5 コメント
メンバー
5月 11日, 2022
I am trying to create a report to show me the deal name, pipeline name, and most recent note. Because there is so little room in the notes cell, it ...続きを読む
jmadore 3月 11日, 2020
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p 続きを読む
97 いいね!
49 コメント
メンバー
3月 23日, 2022
Not having the ability to show the entire contract value in the total makes the Hubspot Quotes worthless to us. Virtually all of our clients pay a o...続きを読む
tiffanyayeh1 12月 01日, 2020
I'd like to see workflows be able to include both Contact, Deal, and Company properties, especially when they're associated with one another. Right now, you can only select one type of workflow like a Deal triggered workflow and only Deal tokens sho 続きを読む
4 いいね!
2 コメント
メンバー
2月 24日, 2022
I need this as well. I am trying to use a workflow to create a task so that when a deal closes, a property in the Company is updated.... but these as...続きを読む
cottley 4月 23日, 2019
To unify a sales team, it would help to include an explainer of what each Deal Stage is used for. By adding a description to the Deal Stage, each salesperson can be clear what the stage is used for. For Example - If Deal Stage 2 is "Phone Needs 続きを読む
68 いいね!
20 コメント
メンバー
2月 07日, 2022
Bumping. This would be helpful to us as well
気になるスレッドを後ですぐに見つけられるように、コンテンツをブックマークに追加しましょう。
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